Sopher Financial Group

www.sopherfinancial.com

At Sopher Financial Group, our mission is to help our clients and their families achieve financial confidence by defining and establishing a well-balanced investment strategy within the context of their personal goals, objectives, and comfort level. For us, business is personal—we foster long-term relationships with our clients and remain committed to providing highly personal customer service in a family environment. At Sopher Financial Group, we don’t believe in one-size-fits-all products and services. We don’t deal in cookie-cutter portfolios or fill-in-the-blank financial plans. Rather, we tailor our comprehensive menu of products and services to your individual financial situation, personal goals, and unique vision for your future. Our experienced financial professionals strive to provide you with clear explanations in plain English so that you can make informed choices between meaningful alternatives. Securities offered through Kestra Investment Services, LLC (Kestra IS) , Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Sopher Financial Group is not affiliated with Kestra IS or Kestra AS. This LinkedIn profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (KAS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact KAS Compliance Department at 737-443-2582 https://bit.ly/KF-Disclosures

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At Sopher Financial Group, our mission is to help our clients and their families achieve financial confidence by defining and establishing a well-balanced investment strategy within the context of their personal goals, objectives, and comfort level. For us, business is personal—we foster long-term relationships with our clients and remain committed to providing highly personal customer service in a family environment. At Sopher Financial Group, we don’t believe in one-size-fits-all products and services. We don’t deal in cookie-cutter portfolios or fill-in-the-blank financial plans. Rather, we tailor our comprehensive menu of products and services to your individual financial situation, personal goals, and unique vision for your future. Our experienced financial professionals strive to provide you with clear explanations in plain English so that you can make informed choices between meaningful alternatives. Securities offered through Kestra Investment Services, LLC (Kestra IS) , Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Sopher Financial Group is not affiliated with Kestra IS or Kestra AS. This LinkedIn profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (KAS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact KAS Compliance Department at 737-443-2582 https://bit.ly/KF-Disclosures

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Country

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State

New Jersey

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Employees

1-10

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Founded

2003

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Director of Client Relations

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Financial Planning Strategy and Lead Advisor

    Email ****** @****.com
    Phone (***) ****-****

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